Taking Financial Planning Into the Future
Our editorial theme for this issue of the Register is the Future of the Industry. It features Nick Royer, of Group 10 Financial — an RFC ® and IARFC Board Director. Nick is poised to continue a successful long-term family business while embracing the changes that come with an ever evolving industry. In his interview, Nick relates how a trip to Hawaii changed his early career perspective and what he considers are the keys to his success. Sharing a Practice...
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2014 National Financial Plan Competition
The results are in and the winner is Bryant University! So ended the 2014 Financial Plan Competition 2 day event in Las Vegas. On hand were the student finalists, their advisors, family, IARFC members as judges and professional presenters.
Does the Future Have an Upside?
“We long for the past. Even newer agents and advisors who don’t remember how the business used to be structured wish we lived in simpler times. We can’t turn back the clock so we must move forward. We need to determine what people want and give it to them.
by Bryce M. Sanders
Want to Attract the Next Generation of Clients?
Close your eyes and picture this: A financial planning or investment management firm in 1982. What do you see? Big, thick mahogany desks, classic artwork in gold-plated frames, gigantic file rooms full of tons (literally, tons) of paper, and perhaps some classy statues resting on doilies on every end table. News Flash — if your office still looks like this, you may not be prepared to embrace the next generation of clients.
by Jamie Bosse